Skip to content

ERPNext Certification Course Content

asbasawaraj edited this page Jun 7, 2018 · 1 revision

Let us look at how a typical organisation operates.

The Organisation

Gadgets Technologies Pvt Ltd is an organisation in consumer electronic business.

It procures raw materials, design, manufactures electronic goods, sells and provides services to consumers.

GTPL has its head quarters in Mumbai and has branch offices across 10 cities.

Gadgets Technologies Pvt Ltd has following departments

  • Sales and Marketing
  • Logistics(Procurement and Movement of stock between departments/branches)
  • Manufacturing
  • Accounts
  • Design
  • Human Resources

Current IT Landscape

This is how the current IT landscape looks like

  • Marketing plans and Lead Management is done in spreadsheets
  • Communication related to procurements and material movements are handled through spreadsheets and eMails
  • Work orders are created in a spreadsheet and printed and handed over to floor manager
  • Accounting is done using a Desktop accounting package
  • Payroll is processed in a separate desktop application and payslip are sent to employees through emails
  • Communication between team members happen through eMails

Each department shares the report in spreadsheets to management.

As you can see its death by 1000 spreadsheets and numerous eMails.

Problems Being Faced

Fundamental problems being faced by GTPL

  • Each department uses its own set of tools which are disconnected from each other leading to duplication of efforts which costs time and money
  • No tool for organisation members to effectively communicate with each other.
  • No single platform which can provide data to act as a decision support system

Solution

ERPNext is an integrated tool to efficiently capture, store, manage, retrieve, interpret and share data in a secure and reliable manner.

  • All departments use different modules of same platform which eliminates the need for duplication of efforts
  • All Data is stored in a single database and each member of the organisation accesses the relevant data
  • Analytics derived from the data act as a decision support system

The Plan

Let us start with the implementation. We will divide the implementation into four phases.

  1. Setting up the system
  • Installation wizard
  • Create users and roles
  • Permission
  1. Configuration
  • Chart of Account and Chart of Cost Centre
  1. Customization
  • Custom fields
  • Custom reports
  • Print formats
  • Workflows
  1. Data import
  • Master Data
  • Opening Balances